Submitting Expense Claims

How to submit out-of-pocket expense claims, upload receipts, and track the approval flow.

【How to submit】

1.Dashboard → Expenses → New Claim
2.Select expense category (transport, entertainment, supplies, etc.)
3.Enter amount, date, and purpose
4.Photograph and upload the receipt
5.Manager approves → accounting confirms → reimbursed via salary or separate transfer

【Receipt guidelines】

· Make sure date, amount, payee, and issuer are all visible

· AI-OCR auto-reads the amount and date — verify and correct if needed

【Approval flow】

Claims above a certain threshold (configured by company) require two-level approval.

【Tracking status】

Dashboard → Expenses → My Claims: see the status of each (Pending / Approved / Reimbursed).

Example

Submit ¥3,000 gift expense for client visit → reimbursed with next month's payroll

expensereimbursementreceiptclaimout-of-pocket

Was this article helpful?

Business Trip Request & Travel Expense Claim

The full workflow from pre-trip approval through post-trip expense reimbursement.

How to Read Your Payslip

How to access your digital payslip in WorkVell and what each line item means.

More in this category

Expense Approval Flow Configuration (Admin)

Set up expense approval routes by amount, category, or department.

Using Receipt OCR for Faster Expense Claims

Photograph a receipt with your phone; AI auto-fills the amount, date, and category.

Business Trip Request & Travel Expense Claim

The full workflow from pre-trip approval through post-trip expense reimbursement.

Remote Work Application and Approval

How to apply for remote work and get approvals in WorkVell.